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Greetings from Los Angeles, and welcome back to In the Room. Congrats to Larry
Ellison, Egon Durban, Michael Dell, and the rest of TikTok’s new U.S. ownership group, and good luck to new C.E.O. (and WarnerMedia alum) Adam Presser. It’s still unclear how this will ultimately affect the product and influence the algorithm, of course. But until then…
In tonight’s edition, The New York Times leadership returns to the bargaining table with the NewsGuild, where they’re likely to hit an impasse over
W.F.H. policy. Yes, this is the most onerous and depressing part of the job, but the masthead also seems to have more leverage this time around. In many ways, it reflects how much the pendulum has swung back to the front office.
🍸 On the latest episode of The Grill Room, Julia and I parsed the latest media macro-analysis from Netflix’s Ted Sarandos and YouTube’s Neal Mohan, and assessed the challenge of capturing attention
in an increasingly oversaturated and fragmented media ecosystem. Plus, some thoughts on Mediaite’s perplexing new newsletter about… newsletters. Follow The Grill Room on Apple, Spotify, or
wherever you prefer to listen.
Also mentioned in this issue: Joe Kahn, Bari Weiss (always), Tony Dokoupil, Don Lemon, Marc Lacey, Carolyn Ryan, Chris Best, Hamish McKenzie, John Dickerson, Maurice DuBois,
Andrew Gutterman, Will Lewis, James Bennett, Emma Tucker, Norah O’Donnell, Ryan Lizza, and many, many more…
But first…
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The Tony test: Bari Weiss’s trials and tribulations at CBS News have inspired newfound interest in the ratings for Tony Dokoupil’s Evening News, as champions and critics leverage the data to handicap both his and her performance. The irony here is that incremental ratings shifts have little to no bearing on CBS’s durability over the long haul. Still, TV people grade their spiritual value on these numbers, so it’s worth parsing some of the
heavily contested data.The Evening News is currently on pace for its lowest-rated January in at least a quarter-century, averaging just 4.3 million viewers and a mere 560,000 in the 25-to-54-year-old demo. That’s mostly attributable to industry-wide entropy and pre-Bari programming decisions that accelerated the decline—most egregiously, the previous regime’s decision to replace Norah O’Donnell with John Dickerson and Maurice
DuBois. Bari and Tony obviously deserve more runway to turn that around—which they’ll get—and time to distance themselves from a memorably janky and glitch-ridden premiere.
One bright spot: On Monday, the Evening News drew its largest audience in four years with 6.4 million viewers—an achievement only somewhat deflated by the caveat that
NBC preempted its Nightly News broadcast for the NBA’s Martin Luther King Jr. Day quadruple-header. I shared both these details earlier this week on X, and it’s been quite revealing to see how eagerly Bari’s haters and defenders have weaponized each point to advance their respective agendas. Of course, you could say that about the Bari coverage generally.
- Liberty for Lemon: Roving YouTube anchor Don Lemon has avoided arrest
after a magistrate judge refused to sign a Justice Department complaint that tried to tie him to a protest he was covering inside a Minnesota church. You can read the full details in this report from Lemon’s old shop, to which I’ll add just one detail: Prior to the judge’s ruling, several individuals were idling outside of Lemon’s apartment in Manhattan,
presumably awaiting his arrest. Tough break, guys.
- Substack TV: Substack founders Chris Best and Hamish McKenzie have announced that they’re launching an app for Apple TV and Google TV, where users will be able to watch videos posted by their favorite creators. “That might mean watching Dolly Parton reflect on her showbiz journey, George Saunders read from his book, or Tina
Brown interview leading figures in news and culture,” the company said in a release. Somewhere farther down the channel guide, it might also mean watching Ryan Lizza’s latest post-conjugal exhumations.I suppose I get why Chris and Hamish had the impulse to do this. YouTube is the dominant television channel, Netflix is integrating podcast stars into its platform… this is all very à la mode. But I’m not sure I see the demand for this product, especially
since the creators who live on Substack already have the dexterity to use YouTube and other platforms for video and greater distribution. But they need to do something to justify that Chernin Group valuation. And while this seems like a trial balloon, it may be a tell that they’re a media company after all. Platform companies, of course, don’t usually lean into growth on other platforms—yes, yes, aside from this limited Spotify–Netflix experiment.
- And finally… The NFL’s conference championship weekend is coinciding with a major national winter storm, which is unlikely to affect the two games but will drive a whole lot of viewers indoors. ESPN’s telecast of last weekend’s Texans–Patriots game drew 38 million viewers, making it the most-watched event in ESPN history. (As my colleague John Ourand noted in The Varsity
yesterday, “The truth is that ABC—a good old-fashioned broadcast TV network—accounted for 70 percent of that audience.”) I anticipate CBS and Fox will break similar records on Sunday. Either way… Go Seahawks.
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Each era seems to get the New York Times union the negotiations it
deserves. The latest, already contentious round of labor relations at the paper is likely to come down to issues like A.I. and return-to-office. Don’t expect a return to the recent age of conciliation.
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On Thursday, the genteel New York Times managing editor Marc Lacey and
the company’s revered head labor attorney, Andrew Gutterman, met with representatives of the NewsGuild of New York, the paper’s main union, for the latest in an ongoing series of negotiations over a new collective bargaining agreement. The talks are likely to continue up until a late February deadline, and perhaps beyond.
Negotiating with the union, of course, is one of the more lamentable responsibilities of Times leadership—a pastime that has,
over the years, led to bad feeling and hostility. This was especially true after 2020, when the Covid–#MeToo–B.L.M. accountability vibe shift endowed an activist cohort with a fresh sense of moral authority and predilection for performative arts.
In that heady period, it seemed as if the balance of power might really be shifting from the front office to the rank and file. After all, that was the year disgruntled Times employees effectively forced the defenestration of
Opinion editor James Bennett via Slack. Back then, leaders had to at least pretend to entertain staff grievances, especially those pertaining to identity politics. Meanwhile, the pandemic inspired a thousand think pieces about a work-from-anywhere future, which conferred a new flexibility that many workers came to view as an absolute right. Emboldened, many labor organizers fought to defend this new dynamic and expand on it.
This tension was acutely felt at the
Times, which is both a digital growth darling and a bureaucratic institution that operates somewhere on the spectrum between the federal government and the Sarah Lawrence English department. And the guild, with its anachronistic hubris, doesn’t view its mandate as facilitating digital or business model transformation. Anyway, this recent meeting seemed to fit the traditional dialectic: Marc, a reliably conciliatory manager, subsequently sent out a memo in which he called the session
“constructive—a spirited back and forth with an agreement to keep talking.” The guild seemed to see it differently.
In its own postgame report, members said the Times leaders had “rejected every word of our priorities,” and accused management of “obfuscation,” “pettiness,” and pushing a “false narrative.” Part of the dissonance, alas, is the fact that the Times may have finally recovered much of the leverage on various critical topics, from A.I. profit-sharing to
work-from-home policies.
Most guild members I spoke to are primarily concerned with securing salary increases and improved benefits. Marc and fellow managing editor Carolyn Ryan came to the negotiations offering a 3 percent annual salary increase over the next three years, in line with the agreements with other Times guilds, including Wirecutter and Tech, and matching the increase for 2025. The guild appears to be content with that proposal for now. But just
about every other item has been viewed as an affront. On health benefits, for instance, the guild is asking the company to contribute $16.7 million over the next two years—more than nine times the $1.8 million Times leadership has proposed.
Beyond that, guild leadership has three sticking points of varying importance to the average member: They want the staff from The Athletic to join the guild rather than create their own union; they want to establish A.I.-related
protections that would entitle their members to a cut of the Times A.I. licensing deals; and they want a far more generous return-to-office policy that would effectively allow them to work remotely for the majority of the year. All three of these points are nonstarters for the Times front office, which likely explains why they returned the guild’s proposal with entire sections redlined out.
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The
Vibe Shift to the Vibe Shift
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Indeed, the vibes have re-shifted considerably since Covid. Corporate leaders, who reinstated
five-day R.T.O. policies and quietly abandoned D.E.I. initiatives, also had the epiphany that they could run their companies without humoring the people on their payroll. This reversion has hit some newsrooms particularly hard. Journalists who saw their jobs as birthrights that could be performed on a flexible schedule from an undisclosed location are now being reacquainted with reality. Change agents like Emma Tucker at The Wall Street Journal, Will
Lewis at The Washington Post, and Bari Weiss at CBS News have elegantly, or inelegantly, shown this cohort the door.
Understandably, Times leadership seems more self-assured than in previous negotiations, and less concerned about any impending public pressure campaigns and antics from persnickety employees—many of whom view their affiliation with the organization as both a badge of honor and a raft amid a hopeless industry. But the rubber
will hit the road over one very contentious issue: remote work. The Times currently requires employees not on assignment to work from the office four days a week, and allows them to work remotely for three weeks out of the year. The guild has proposed a policy that would require employees to come into the office two days a week, with an allowance for eight weeks of remote work per year. That would roughly translate to employees being able to spend around two-thirds of
the year out of office.
In many ways, the impending standoff over remote work could serve as a litmus test for the new balance of power in news media writ large. Much of corporate America—Amazon, J.P. Morgan, Paramount, Meta, etcetera—has already instituted a five-day R.T.O. policy, seeing it as essential to performance and productivity. Guild members I spoke to said that the Times’s move to a four-day policy went off like a bomb, and became a point of contention for many
employees—especially those with younger kids—who then became further incentivized to support the union’s ambitious proposal. They argue there is no data-driven argument for the R.T.O. policy, and suspect that Times executive editor Joe Kahn simply wants to be able to come into a populated office and feel like a boss. (Or, more cynically, eliminate extraneous employees who can’t meet the threshold.)
In any case, the current deadline for negotiations is February
28, when the current contract expires. The Times and the NewsGuild have two more meetings scheduled between now and then, though Marc and Carolyn have proposed 11 additional dates. Despite their conciliatory natures, they likely know that this will get uglier before it gets resolved. Ostensibly, the people managing the most influential newspaper in the country, if not the world, have more important things to do with their time. Unfortunately, even in 2026, it’s an inescapable
part of the job.
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